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Essential Planning’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Essential Planning’s Portfolio PFF Stock Details PFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-20,605
Closed -$673K – 240
2024
Q4 		$673K Buy
+20,605
New +$673K ﹤0.01% 250